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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $146M → $166M (+$20M)

9% more funds holding

Funds holding: 86 → 94 (+8)

1.79% more ownership

Funds ownership: 40.56% → 42.35% (+1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$7.05M
2
AAM
Ascension Asset Management
New York
+$4.55M
3
CI
CX Institutional
Indiana
+$2.16M
4
TCA
Taconic Capital Advisors
New York
+$1.64M
5
Brown Advisory
Brown Advisory
Maryland
+$1.06M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$2.1M
2
Morgan Stanley
Morgan Stanley
New York
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.35M
4
Bank of America
Bank of America
North Carolina
-$1.28M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
51
Pacific Center for Financial Services
California
$350K +$2.03K +31 +0.6%
SFS
52
Sowell Financial Services
Arkansas
$307K +$65 +1 +0%
RFN
53
RDA Financial Network
Iowa
$302K -$145K -2,211 -33%
BWA
54
Beam Wealth Advisors
Louisiana
$283K -$22.3K -341 -8%
VA
55
Valmark Advisers
Ohio
$281K -$1.64K -25 -0.6%
SRC
56
Shufro Rose & Co
New York
$278K – – –
FI
57
Financial Insights
Washington
$273K -$12.4K -189 -4%
MCM
58
Murphy Capital Management
New Jersey
$259K -$9.81K -150 -4%
KAS
59
Kestra Advisory Services
Texas
$257K +$250K +3,818 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$248K – – –
BCM
61
Boltwood Capital Management
California
$244K – – –
LNC
62
Lincoln National Corp
Pennsylvania
$229K -$145K -2,211 -40%
CWM
63
Cabot Wealth Management
Massachusetts
$220K +$212K +3,242 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$219K +$211K +3,231 New
IA
65
IFG Advisors
Missouri
$201K +$194K +2,969 New
ASN
66
Advisory Services Network
Georgia
$186K -$7.59K -116 -4%
GRP
67
Global Retirement Partners
California
$180K +$71.2K +1,088 +70%
GWM
68
Geneos Wealth Management
Colorado
$97K +$7.05M +107,731 +7,414%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$79K +$78.5K +1,200 New
DWP
70
Destiny Wealth Partners
Florida
$67K +$65K +994 New
MPCG
71
Matrix Private Capital Group
New York
$60K +$57.8K +883 New
EIP
72
Ellis Investment Partners
Pennsylvania
$44K +$327 +5 +0.8%
SIM
73
Seaview Investment Managers
Florida
$37K +$7.65K +117 +27%
SPIA
74
Steward Partners Investment Advisory
New York
$33K +$7.06K +108 +29%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$30K +$3.34K +51 +13%
1 2
3
4 5

REZ Hedge Fund Activity: Q4 2020 in Review

94 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2020, worth a combined $166M — up 14% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REZ positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $7.05M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $2.1M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $166M of iShares Residential and Multisector Real Estate ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2020 and 9 closed out, a net change of +9 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $7.05M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2020 was B. Riley Wealth Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.